DESKRIPSI PEKERJAAN
Support Relationship Managers including Senior Relationship Managers or Team Head
Maintain communications with clients to assess needs and risk profile, and help deepen client relationship with bankers
Participate in client meetings with Relationship Managers to acquire relationship management techniques
Participate in defining target market, analysis of client needs and development of marketing and product enhancement strategies
Prepare transaction documentation for credit approvals within internal cut-off time
Gather research and information from a wide range of sources upon which to base the investment decisions
Assist Relationship Managers to monitor the progress of investments and portfolio structure and provide reporting upon Relationship Managers request within the timeline
Open accounts, prepare follow up documentation and general instructions within the timeline set by Relationship Managers or by reference to internal standard
Process credit approvals, investment and deposit transactions in a timely manner, and act as intermediary between clients and operations
Provide clients and Relationship Managers updated market information or on request and within the timeline set by Relationship Managers
Attend client meetings to record minutes and produce meeting summaries for client files and its maintenance
May effect transactions on behalf of clients or inform Relationship Managers/clients of any irregularities according to account documentation or general instruction
REQUIREMENT
Post-secondary education with 4-5 years of banking experience
Experience for servicing high net worth customers is a must
Professional licensing qualifications per local regulatory bodies requirement on RI & TR
Good knowledge in financial and banking products
Excellent interpersonal and communication skills
Proactive, eager to learn and hardworking
Good command of written and spoken English and Chinese
DETAIL LOWONGAN
- Umur -
- Min GPA -
- Min. Qualification D3
- Min Experience Manager / Assistan Manager